Brandywine Oak Private Wealth’s Union Pacific UNP Stock Holding History

Brandywine Oak Private Wealth’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.88M	Buy	6,919 +2	+0%	+$582	0.14%	71
2026 Q2	$1.88M	Buy	6,917 +4	+0.1%	+$1.05K	0.14%	74
2026 Q1	$1.68M	Sell	6,913 -5	-0.1%	-$1.22K	0.14%	77
2025 Q4	$1.6M	Sell	6,918 -26	-0.4%	-$5.94K	0.13%	76
2025 Q3	$1.64M	Sell	6,944 -44	-0.6%	-$9.9K	0.14%	75
2025 Q2	$1.61M	Buy	6,988 +3	+0%	+$666	0.15%	74
2025 Q1	$1.65M	Sell	6,985 -5	-0.1%	-$1.2K	0.16%	67
2024 Q4	$1.59M	Sell	6,990 -95	-1%	-$22.5K	0.16%	73
2024 Q3	$1.75M	Buy	7,085 +78	+1%	+$18.9K	0.17%	70
2024 Q2	$1.59M	Buy	7,007 +415	+6%	+$97.3K	0.16%	69
2024 Q1	$1.62M	Sell	6,592 -1	-0%	-$246	0.17%	69
2023 Q4	$1.62M	Sell	6,593 -27	-0.4%	-$5.94K	0.18%	67
2023 Q3	$1.35M	Sell	6,620 -28	-0.4%	-$6.1K	0.16%	73
2023 Q2	$1.36M	Sell	6,648 -727	-10%	-$145K	0.15%	78
2023 Q1	$1.48M	Sell	7,375 -80	-1%	-$16.2K	0.17%	71
2022 Q4	$1.54M	Sell	7,455 -270	-3%	-$55.4K	0.19%	69
2022 Q3	$1.5M	Sell	7,725 -17	-0.2%	-$3.76K	0.2%	73
2022 Q2	$1.65M	Buy	7,742 +7	+0.1%	+$1.59K	0.21%	73
2022 Q1	$2.11M	Sell	7,735 -87	-1%	-$22K	0.24%	71
2021 Q4	$1.97M	Sell	7,822 -45	-0.6%	-$10.7K	0.22%	78
2021 Q3	$1.54M	Sell	7,867 -352	-4%	-$76K	0.18%	87
2021 Q2	$1.81M	Buy	8,219 +4,242	+107%	+$945K	0.21%	74
2021 Q1	$876K	Buy	3,977 +19	+0.5%	+$3.99K	0.13%	106
2020 Q4	$824K	Buy	3,958 +68	+2%	+$13.6K	0.13%	101
2020 Q3	$765K	Buy	3,890 +34	+0.9%	+$6.32K	0.13%	100
2020 Q2	$652K	Buy	3,856 +861	+29%	+$138K	0.12%	109
2020 Q1	$486K	Sell	2,995 -578	-16%	-$95.5K	0.1%	110
2019 Q4	$646K	Sell	3,573 -27	-0.8%	-$4.62K	0.12%	91
2019 Q3	$583K	Buy	3,600 +6	+0.2%	+$1.01K	0.11%	95
2019 Q2	$607K	Sell	3,594 -1,054	-23%	-$181K	0.12%	92
2019 Q1	$777K	Buy	4,648 +1,105	+31%	+$178K	0.16%	78
2018 Q4	$489K	Buy	+3,543	New	+$525K	0.11%	98

Other funds holding UNP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Brandywine Oak Private Wealth's UNP Position: Q3 2026 in Review

Brandywine Oak Private Wealth increased its Union Pacific (UNP) stake by 0.03% in Q3 2026, buying an estimated $582 and bringing the position to 6,919 shares worth $1.88M. The position accounts for 0.14% of the portfolio, ranked #71.

Brandywine Oak Private Wealth first reported a position in UNP in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.11M in Q1 2022. 1,726 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Brandywine Oak Private Wealth held 6,919 shares of Union Pacific worth $1.88M as of Q3 2026.
Brandywine Oak Private Wealth bought 2 Union Pacific shares in Q3 2026, an estimated $582.
Union Pacific made up 0.14% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #71 holding.
Brandywine Oak Private Wealth first reported a position in Union Pacific in Q4 2018 and has held it in 32 quarters since.
Brandywine Oak Private Wealth's Union Pacific position peaked at $2.11M in Q1 2022.
1,726 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.